Mount Logan Management

RIASEC Registered

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$153M

Accounts

Employees

120

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 311161
Registered since: November 5, 2020
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.63%
Insurance Companies42.74%
Investment Companies11.63%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mount Logan Management, organized as a limited liability company, is an SEC-registered adviser (registered in 2020) that serves institutional investors. The firm operates as a multifaceted fund manager with activity across private equity and securitized asset strategies and provides portfolio management for investment companies and pooled investment vehicles. Fee arrangements include both a percentage-of-assets component and performance-based fees. Mount Logan also functions in sponsor/GP and other sponsorship roles for pooled vehicles and maintains relationships with broker-dealers, insurance companies, and commodity pool/CTA structures. The firm does not report active ESG investing and is not structured as a multi-state adviser.